Turn an Agility billing request into a draft invoice
Send the billing request to Notis with its customer and invoice details. Notis can prepare a Stripe draft for you to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Why this helps
Billing details embedded in a content or launch request can be missed or manually recreated when it is time to invoice.
- Reduce retyping when a content request includes billing instructions.
- Keep the invoice in draft form for a human review.
- Receive a report when the request lacks the details needed for an invoice.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for invoice drafting.
- 3Tell Notis to interpret the incoming billing request and create a draft Stripe invoice for the specified customer, reporting any missing details.
- 4Choose the webhook trigger and the run report destination.
- 5Test with one real request and inspect the resulting draft invoice in Stripe.
Questions about this workflow
Will the invoice be sent to the customer?
This action creates a draft invoice. Review and send it using your Stripe process.
What information should the webhook request include?
Include a Stripe customer identifier or otherwise clear customer context and the intended invoice details. Stripe requires a customer for invoice creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Stripe. A trigger fires from one place; an action lands in another.
Agility cms triggers
Stripe actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel subscription
Cancels a customer's active stripe subscription at the end of the current billing period, with options to invoice immediately for metered usage and prorate charges for unused time.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Create payment intent
Creates a stripe paymentintent to initiate and process a customer's payment; using `application fee amount` for a connected account requires the `stripe-account` header.
Create a price
Creates a new stripe price for a product, defining its charges (one-time or recurring) and billing scheme; requires either an existing `product` id or `product data`.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Connect any two apps with Notis in the middle.
Agility cms and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.